As U.S. and global information disclosure reporting regimes continue to proliferate in the wake of massive data leaks, the vital importance of trust jurisdiction selection – especially in terms of privacy, asset protection, and prudent tax planning – has never been more urgent for wealthy families around the world.

Recently, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, presented “Asset Protection and Privacy in an Era of Emerging Reporting Regimes.” We encourage you to watch the full video presentation below as it discusses:

  • The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
  • Information disclosure requirements, both domestically and internationally, with a discussion around CRS, FATCA, and the Corporate Transparency Act.
  • The U.S. emergence as a privacy and asset protection haven for domestic and international families, as well as modern trust law planning tools available to families and their advisors.
  • The vital importance of selecting the best U.S. trust jurisdiction as well as examining the question as to whether there is a fiduciary duty to select the proper trust jurisdiction and whether it may be professional malpractice not to do so in the planning process.

If you have any questions, or would like to discuss any of the topics in the presentation further, don’t hesitate to reach out via our contact page or by calling (605) 224-9189.